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Whether you are approaching retirement or working to build your family’s legacy, we want to help you by putting your goals in life first. As independent professionals, we work to deliver peace of mind, with you knowing that you are making the right financial decisions. 

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Lifetime Asset Management

Financial Solutions for Life

Many of our clients have been with us for over 30 years. Our long-term client relationships illustrate our specialty for helping our clients adapt their behavior to become smarter and more diligent investors.

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Latest NewsLatest News

Jul

19

In Memory of Phil

Food pantries are an incredible community resource. That’s why Phil Arbolino was passionate about supporting the Community Food Cupboard in his Manchester, Vermont community. The LifeTime Asset Management team got to know Phil in 2016, when he retired from financial planning and merged his firm with LTAM. Afterward, Phil became a client and a friend….

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Jul

17

LTAM CEO Honored in Triangle 40 Under 40

LifeTime Asset Management CEO Matt Glova has been recognized with the Triangle Business Journal’s 2018 40 Under 40 Award. The 40 Under 40 awards recognize outstanding professionals under the age of 40 for their contributions to their organizations and to the community. Six judges from the local business community and TBJ leaders pored over about…

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Jul

10

LTAM Welcomes Summer Intern Derrick Dreier

The LifeTime Asset Management team is excited to welcome Derrick as a summer intern! Derrick is a rising Junior at NC State University, majoring in Finance with a minor in Data Analytics, and is working towards the completion of the NCSU Honors Business Analytics Program. He is currently seated in the top 10% of his class at NC State with an…

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Latest NewsRecent and Upcoming Events

Oct

11

2018 LTAM Golf Classic

Our annual golf classic is a fun way for our clients and their guests to swing into fall. We can’t wait to see who claims this year’s trophy. Fore!

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Sep

20

2018 Client Appreciation Event – Oktoberfest!

Looking forward to this opportunity to Cheers in 2018! Last year, we hosted our Oktoberfest event at Clouds Brewing. We look forward to providing more details about this year’s event soon. For now, mark your calendars!

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Jun

14

2018 Retirement Symposium

Join us for this educational workshop. We will invite a select group of our clients who may be considering retirement in the next two to three years. We’ll discuss topics such as social security, Medicare, financial behavior, and retirement distributions.

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May

31

2018 Client Appreciation Event at Durham Bulls Ballpark!

We look forward to hosting our clients and their guests at the Durham Bulls Athletic Park. Clients, if you’re interested in attending this fun event, please reach out to Kim at 919-845-5315. Play ball!

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Mar

08

2018 Client Appreciation Event at DPAC

We have a number of clients who enjoy local theater! Our team is planning a small event to attend Phantom of the Opera at DPAC. Clients who are interested, please reach out to Kim at 919-845-5315. Thank you!

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Mar

03

2018 Shred Event

Our Annual Shred Event will be Saturday, March 3rd from 10am-1pm! Do you need to get rid of old tax documents? Do you have outdated or useless electronics that you’ve been meaning to recycle? Looking for an easy way to donate clothes? Want to support some great local charities? Save the date to join Lifetime Asset…

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The expertise you want. The independent professional advice you need.

Our Wealth Consultants are CERTIFIED FINANCIAL PLANNER™ professionals, having met the highest educational standard in the financial planning industry.

Our firm is also backed by an independent broker/dealer, Commonwealth. That means our firm is independent — LifeTime Asset’s Wealth Consultants are free to act solely in your best interest, without bias or pressure to promote a certain product or strategy.

 

LifeTime Asset Management is fortunate to have opportunities to give back to community partners, including:

 

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